Mastering growth in financial advice with David Haintz on M&A and scaling your firm
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Mastering growth in financial advice with David Haintz on M&A and scaling your firm
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In this episode, we explore key strategies with David Haintz, partner at Merchant Australia, on mastering growth in the financial advice industry. From understanding the importance of M&A in today’s market to leveraging the Rule of 40 for business success, David shares his decades of experience.
Whether you're running a boutique firm or looking to scale, this episode is packed with actionable insights on navigating growth, managing mergers, and bringing in the right capital partners to take your business to the next level.
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